Educational client content

Because educated decisions are better than educated guesses

Explain without the strain

Introducing clients to the world of investing can be one of the most rewarding aspects of being a financial adviser.

But explaining how investments work can be time-consuming – and finding materials you can trust to describe a client’s investment options simply and clearly can be a challenge.

That’s where our new series of educational guides comes in.

In this growing series, we’re addressing some of the basics that every investor should know – from what’s an equity to understanding bonds.

You will also find other relevant content here to help in conversations with your clients, such as key information on investing in ISAs and also a link to our MyFolio range, which is a flexible, all-encompassing investment solution that allows you to choose funds based on a preferred investment style and attitude to risk. Why not take a look at how this range could potentially meet your clients needs.

Guides to investing

Investing in an ISA

Understanding risk

Thinking Aloud


Risk warning - Before investing, investors should consider carefully the investment objective, risks, charges, and expenses of a fund. This and other important information is contained in the prospectus and KIID document. The information is intended to be of general interest only and should not be considered as an offer, investment recommendation or solicitation, to deal in the shares of any securities or financial instruments.